Background Ontraport Lead Pages

When a CRM meets a smart Autoresponder, you receive ONTRAPORT. It is an all-in-one marketing automation tool that provides great features such as powerful CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and more. Ontraport Lead Pages

We reviewed ONTRAPORT nearly two years ago, however Since that time, the software has developed and they have added some new capabilities. Thus, it’s time. Also, although at first glance they have added several new features that were significant have not really fine-tuned some older ones. Let’s explore it.

Company Overview

ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another small company, when he could not locate a CRM that will allow him to conduct his business. Conceptualized in 2006 and found in 2008, ONTRAPORT has grown during the last few years and they have more than 100 team members that run the series. They’ve won several awards including #2 nationwide for CareerBuilder’s’Big Strides in Small Business’, #102 on the Inc 500 list of fastest growing companies in the nation, a spot on the 50 Most Engaged Workplaces list, a Red Herring Top 100, and a Forbes Most Promising Companies list.

Who is it not for?

It’s not even midsize or ideal for large companies. And if you have hundreds of thousands of clients, and send out a lot of emails every month, ONTRAPORT could end up being somewhat expensive. Businesses that run traditional sales models and do not really need autoresponder and marketing automation, can find alternatives.

Who is it for?

If you sell info products, offer coaching services, Run any sort of paid membership site or education, or online training, you love ONTRAPORT. This makes your life easy by automating almost everything other CRMs will make you do manually.

Like any other applications, ONTRAPORT has its own Pros and cons. It is not ideal, and you will find things that its rivals can perform better. But it is among the greatest — if not the best — marketing automation software solutions available for small businesses, particularly if they sell their products or services on the internet. Ontraport Lead Pages

Getting started

Getting started with ONTRAPORT is not as complicated as it was two Years ago. It doesn’t offer a trial version just like most other CRMs, but does offer a 90-day money-back guarantee. If you think the item is not right for you or you’re not ready for it yet, you’ll get full refund, no cancellation fee, no questions asked.

Registering for ONTRAPORT is a little complicated and you can only import Pictures in CSV format. Several CRMs permit you to import contacts in various formats, or even straight from third party sources such as Gmail, social networking stations, Yahoo, Highrise etc.. However, the import method is compact and easy, you can add new areas immediately, to match the information you are importing, from precisely the same page.

You can add new custom fields immediately while importing contacts

There is no installation fee and you get 2 hours and implementation. If you would like to have a peek at the system before buying 20, It is also possible to get a free presentation.

Workspace and consumer experience

The program sounds somewhat less responsive than Infusionsoft, and also their Main dashboard — although customizable — is not very intuitive. The dashboard displays a lot of boxes which show the metrics you choose, but it can be somewhat confusing.

Several CRMs like Salesforce, Groove, Nimble, Sprout offer strong Social media integration to supply you with a better understanding of your customers, ONTRAPORT is missing this feature. Similarly, when we analyzed ONTRAPORT time, they had an app nor a site. Although, they Android today and have got an app for the two iOS, none of these is updated. We tested the latter and struck too many issues to list here.

Aside from the Aforementioned qualms, we liked several things Concerning the workspace: the interface is customizable, the menus have been strategically laid out, practical and standard naming conventions have been used, and you will find fast add/manage buttons for every single module. You can add up to 150 custom fields and custom columns to customize the work area depending on your business requirements.

Probably the feature that is One of a Kind and most impressive in the workspace Is a quick menu that appears on top of the page once you click on the small button at the upper right-hand corner. This quick menu comprises your workflows, any unedited items, and pinned items. It is possible to easily pin any item by clicking the pin button highlighted in the screenshot below, so you can immediately access your favorite types , contacts, landing pages or some other menus.

When you want to go the work place excels Beyond managing and contacting your clients. For example, you can create landing pages, revenue cart, internet forms and a whole lot more by just dragging and dropping items.

When we compare the work area of ONTRAPORT and Infusionsoft, it functions Out that despite InfusionSoft having a few added features and bells and whistles, what you can do, another can also do. A notable distinction is Infusionsoft’s campaign builder, which is more intuitive than its counterpart in ONTRAPORT.

Powerful API

Apart from integration with third party apps that are several Such as WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you integrate it with virtually any software.

How popular is it?

Short answer is we are not sure. They were not Exactly forthcoming about their customer base, apart from it extends to over 63 countries around the world. Ontraport Lead Pages

Pros

Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and task automation for only a couple of hundred bucks. On the contrary, one of their main rivals Infusionsoft charges $1,999 kickstart charge.

You don’t even need your site because ONTRAPORT may also host your website since their sub-domain

Great customer service

Pricing — The most obvious advantage of ONTRAPORT is that the affordability of their services. At $297/month without the setup fees and two hours of free onboarding calls, they’re positioned very competitively. What is important to consider with Ontraport is that they offer you access to all their features, and the ability to keep 25,000 contacts and send 100,000 emails. While some other tools might start at a lower entry cost, you’d likely pay 5-10x the cost of ONTRAPORT for the same level of contacts &amp; features. They’re scalable so that as your business grows, they could grow with you so you don’t need to worry about shifting systems later. The offer of a 90 day risk free assurance is practically unheard of these days along with month-to-month or discounted yearly pricing option following the 90 day risk guarantee interval.

Great neighborhood — ONTRAPORT has award winning customer service through phone, chat, and email during most business hours. They’re clearly dedicated to the achievement of the customers, holding a 97% satisfaction rate and all their managers operate from one central place for easy communication between development and support. They updated all their servers for redundancy, invested at a content delivery system to ensure the fastest speed internationally and are constantly on the lookout for ways to make their app quick and responsive. They also have a great community of users on their Facebook user category, an instruction site that’s totally free to ONTRAPORT customers, a quarterly bootcamp and certified consultant course and an yearly business construction event in Santa Barbara, CA.

Unified system — ONTRAPORT is your automated engine behind your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and more with your CRM so that you may hyper-target your prospects and convert them to clients. Your information is strewn about, when you have separate systems handling every one these operations and it’s hard to be able to make data-driven decisions regarding your company. ONTRAPORT combines your marketing efforts into a single so that you have ONE place to phone for support and ONE place to check out your organization data.

Custom objects — ONTRAPORT gives the ability to construct custom items which is only accessible enterprise systems like SalesForce, Marketo or Eloqua. Custom made objects permits you to make connections between multiple databases. Unique to your company.

ECommerce features — ONTRAPORT has a large assortment of notable ecommerce features including automatic credit card payment sets and the ability to include upsells, cross-sells, cart abandonment and credit card expiration notification automation.

Cons

Lacks some conventional sales modules such as opportunity management

No social networking integration

Weak mobile program, not regularly updated

With all the e-commerce and membership site attributes, ONTRAPORT should have a customer care module where clients can raise a ticket

No visible sales funnel

Their two bundles allow 25,000 contacts with 100K emails and 100K contacts with 100k mails. Meaning if you hit the top limit for your contacts, then you can just send four or even one email per contact per month , and purchasing email bundles can be pricey

The learning curve could be a little steep, especially when you wish to use the advanced attributes

Dashboard user interface — While you are able to create virtually any metric you would like, their coverage dashboard isn’t particularly visually attractive as it does not have graphs and charts. Ontraport Lead Pages

Automation effort builder — Even though Ontraport’s campaign builder is easy to use and sufficiently strong, it operates by adding text-based rules one beneath another. We locate the visual’flowchart’ design campaign builder utilized by a few of Ontraport’s competitors more intuitive to use.

Characteristics of ONTRAPORT

Before we delve into the features of ONTRAPORT, Let’s first talk about the three recently added attributes: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the annual event named ONTRApalooza, in 2015.

ONTRAPORT Projects

Powerful and another intriguing newly introduced attribute is ONTRAPORT Jobs. Essentially, it’s an training plan which lets you have your company up and running. The CRM collects some data and suggests different projects according to your business needs. You walk through the remaining part of the process, one step at a time when you choose a project. You can pause your job and restart it from the exact same point after, or even keep using different features of this CRM.

Let us say you need to market a product to get a monthly Subscription, and you’re using ONTRAPORT for the very first time, you don’t have any clue what to do and where to get started. Really where Projects menu comes to your rescue, this is; it will steer you to look after everything from defining a product to choosing subscription fee to referrals and so on.

ONTRAPORT Marketplace

Pretty much like a program shop, the ONTRAPORT marketplace allows you to ONTRAform, ONTRAmail and Discuss ONTRApages templates together with the ONTRAPORT community. You share the ones which you created along with others or can use templates.

When you can choose them to Share at no cost, free for certain customers or you may even bill for your designs in addition to content either a one-time fee or recurring subscription fee. The intelligent software system takes care of everything, and you get 90 percent of this fee. Than most will realise this is of a value that is higher.

Sequences

This is a menu that lets you Produce a series of follow up activities i.e. email, SMS, tasks, rules as well as fulfillments. These sequences can be triggered by clients by your blog, email or some other supply, and the client’s request will be processed by ONTRAPORT as per the rules you defined, even while you are sleeping.

Contacts

ONTRAPORT allows you to store Many Different important details Clients in addition to prospects in one display. While viewing a contact, you can send them an email or a text message, log a telephone call, handle their credit card, then add a job… and the list continues on and on.

To upgrade any area, just click the value in the Particular field, enter the new value and hit save button that appears alongside the field. Adding tags and strings is an issue of a few clicks. Simply speaking, the contact menu is straightforward yet comprehensive.

Messages

ONTRAPORT allows you to send text messages, emails that are normal colour Postcards, and last but not least equipped customizable email templates called ONTRAmail. Based upon the pricing strategy you choose, you may send a specific number of emails per month, and if you’ve got an extremely large clientele, you may wind up having to purchase expensive additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT asserts is the lowest priced in the business. Likewise, ONTRAPORT costs a bit .

The best thing about messages is They are Two-way messages i.e. the reply from the client can activate a sequence. Also, you can automatically insert merge fields to emails as well as text messages i.e. first name/last title or some other info of this contact.

Rules

Another menu that lets you Activate actions or sequences based on if, subsequently states. For instance, you may create a guideline to recharge trades were diminished by all, eliminate the contact send notification add a tag and so on. Ontraport Lead Pages

Event Administration

Event management is yet another unique feature of ONTRAPORT that lets you manage and to run events like teleseminars, webinars or events that are live. You can monitor individuals who attended and tell the CRM to follow up with every group.

Tasks

The task management saves a Whole Lot of and automates the Majority of the processes time. It is possible to assign prospects to your relevant teammate, path leads based on several indicators (zip code, job title, website visits etc.). You can make decisions of routing contributes on a percent or round-robin basis.

It’s disappointing that you can not add a new task When you’re viewing your tasks you need to go to add a new task. There is no integrated calendar.

Settings

It Import contacts, Customized fields, handle lead routing and grading, handle broadcasts, and change the default value of the merge fields.

Partner & Affiliate Program Management

This feature lets you handle your affiliate program. Create a partner centre and offer the desired tools to publicize your company to them. You can create affiliate programs for spouse types or various goods. You sanction them after seeing or could automate commissions.

Revenue

Should you run an ecommerce business that is Internet, you’ll Adore the revenue module of ONTRAPORT. Here you can see all of the purchases made by your customers, products which you sell, generate various reports such as sales report, subscriber retention file, transaction log, open orders and more.

When it comes to e-commerce, while ONTRAPORT does The principles right, it is beaten by Infusionsoft . Primarily, ONTRAPORT doesn’t have a shopping cart as found in Infusionsoft. To get similar functionality, you are going to have to incorporate ONTRAPORT with 1 Shopping Cart. Handling payments in addition to managing payment programs is relatively easier in Infusionsoft: Infusionsoft includes a built-in merchant account called Infusionsoft Payments, a feature missing in ONTRAPORT.

Tracking

This menu tells who is participating with your content. Unlike many other Analytic apps, ONTRAPORT tracking not just demonstrates how many users are viewing your website, but in addition, it tells you they are, precisely what pages they have seen, when they watched it and far more.

Users can be tracked by you by campaign, by lead Alerts , by articles, or by duration and receive when your merchandise is downloaded by someone, to follow up; a hot prospect visits a landing page or anything else. Ontraport Lead Pages

Websites

This module lets you incorporate WordPress websites as well as create amazing Landing pages simply by dragging and dropping. Last time we reviewed ONTRAPORT, this module didn’t operate on Google Chrome, however we could create a nice landing page this time.

It is a Fantastic feature for selling products or Coaching services. You can host movies and other websites for your clients, create membership levels, and upgrade members as time passes, when access is paid for by them.

ONTRAforms

You Can Opt to create opt-in or order forms using ONTRAPORT and then Host in your webpage. Since there are a lot of professionally designed templates available, all you have to do is add your photos and texts, and publish. Customizing the cubes and using them over and over again is a matter of a few mouse clicks by using the editor.

You can publish your forms as forms that are static, Click-to-pop-up image or link, or possibly a lightbox pop-up. The most interesting and smart alternative is the lightbox pop-up, which you may opt to be triggered when a individual plans to exit, scrolls past specific proportion of the page or spends a specified timeframe on your site. A decent tool on its own is rather expensive.

Price

ONTRAPORT has recently announced a new pricing plan, Geared towards solopreneurs, known as Basic. One login is offered by it, is fairly affordable but lacks important capabilities. The remainder of the 2 plans haven’t changed since we last reviewed ONTRAPORT, and the plans include a money-back guarantee.

Basic

$79/month, unlimited emails, 1,000 contacts, ONTRApages web pages, amazing email templates and SMS advertising automation to get you started right

Guru

Summary

ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses. Their progressiveness is represented in their merchandise. It is a constant game of leapfrog with the competition, and they play it continuously improving their product. Their CRM is particularly suited to companies that do sophisticated email marketing, and if you operate an affiliate program (that is an ideal method to run a little-cost independent sales group ), ONTRAPORT is a superb tool to manage that for you, also. Ontraport Lead Pages